Walt17

15 Comments

    • Loss of Integrity - Cramer's Mad Money Recap (9/3/08) [view article]
      Cramer's game (and portfolio approvals) illustrates the danger of overemphasizing diversity at the expense of quality stock selection. Sep 04 08:38 AM
    • Anyone Want a Cheap Coca-Cola? [view article]
      "Our analysis gives a valuation of $54.73 per share which is 5% above the current share price of $52.07. Since Buffet uses an margin of safety of 25%, that does not seem to meet his criteria.

      Also, in over the last 10 years KO has significantly underperformed the S&P500. ( With dividends that result might be different.)

      While KO is a good company, I don't see what is going to propel them to new, sustainable heights. For a trader, buying KO on dips could be profitable. For an investor, I think you would be just as well off with an index ETF.       Sep 01 09:50 AM
    • Raw Data Report: Restaurants [view article]
      Raw data doesn't mean much when your samples are so small they are statistically irrelevant! Aug 14 08:30 AM
    • Looking for the Perfect Dividend Stock [view article]
      There is a problem with these high growth rate dividend stocks. The payout is low and the growth rate will not last! When the payout is 20-40 cent, a few pennies makes for a nice percentage increase. Long before the payout becomes worthwhile, that growth rate is going to come down. Jul 29 01:02 PM
    • We Don't Need No Stinking Market Capitulation [view article]
      Matthew, I agree. When I see the "experts" insist that we "need" hugh down days, the skeptic in me questions their motives. I wonder if the real reason they preach that is so they can jump in and profit from the rebound. Jul 26 08:34 AM
    • Raw Data Report: Yum Brands [view article]
      You didn't say how many A&Ws you surveyed. But assuming it was comparable to the number of KFC and Long John Silver restaurants, your total survey was less than 100 restaurants. Out of 35,000! In my opinion, statistically irrelevant.

      To top it off the raw data you provide is equally meaningless. Every restaurant will have favorite menu items. But they will also provide less favored items. Otherwise they would have a hard time attracting families. Not everyone wants to eat the same thing.

      Jul 12 08:17 AM
    • Expensive Commodities and the Stock Market [view article]
      Companies with long lead time contracts (such as BA) are going to be hurt by rising commodity prices. Their cost goes up, but their price is fixed. Just a thought. Jul 02 08:29 AM
    • Pair Trade Visa and Capital One [view article]
      As credit card limits are cut and cards canceled, the number of times they are used will go down. This should reduce Visa's income. Jul 02 08:25 AM
    • Owning Things That Don't Do Much Sometimes Makes Sense [view article]
      Roger, you said you were "holding" FXB. "owning things that don't do much" doesn't make sence to me. If you are trading it to make a small profit on the ups and downs, fine. But as a proxy for cash, I don't see the point. Why not use a cash vehicle that will pay interest.

      BTW, sorry to disagree with you. I usually like your posts.
      Walt       Jun 28 11:26 AM
    • Kraft: A Tasty Long-Term Play - Barron's [view article]
      Kraft might look good on paper. In the store there are cheaper alternatives to their products. Kraft's margins will continue to suffer unless they find a way to compete with store brands. Some of the store brands are quite good. May 19 08:49 AM
    • Baidu: A Train Heading for Derailment? [view article]
      I basically agree with your view on Bidu. But also think shorting it involves a big risk. It could easily rise another 200 before falling. I do't have the nerve to watch that.

      do no evil
      Is someone who is long a stock unethical when they write a positive article?       May 04 09:29 AM
    • Three Reasons to Hold Walgreen Long Term [view article]
      Have you shopped at Walgreen recently? A few weeks ago I received a coupon for 30% off. I went to Walgreen, looked around, and left without buying anything. They had nothing I wanted that I couldn't get cheaper elsewhere. Even with a 30% discount they were overpriced. I realize that probably isn't true on all of their merchandise. But it does indicate they have a pricing problem.

      Compared to CVS they may be better. But they can't compete with WalMart. Some of their products are cheaper at my local grocery store. In my opinion, Walgreen's growth potential is limited is limited to those areas where the competition is limited.

      Apr 18 08:14 AM
    • Starbucks: Who's Buying $5 Lattes In This Economy? [view article]
      Coffee is one of life's necessities! Traffic in my local Starbucks is picking up after being down for about a year. Apparently there is a limit to how long people can do without. Having tried McDonalds new coffee, I do not believe they are going to be as big a threat to Starbucks as many thought.

      The stock looks like it is at a good entry point. I just bought.       Apr 17 08:30 AM
    • Starbucks Still Has Significant Potential [view article]
      The traffic in my local Starbucks began to drop, before the economic downturn. And there are no other Starbucks nearby to siphon off the customers. I believe competition and new stores, are only a contributing factor to their problems. The main problem, as I see it, is an inability to grow their customer base. That is because there are a lot of coffee lovers who hate Starbucks coffee. I know many many people who like coffee. But not one who likes Starbucks coffee. Until they come out with blends that appeal to a wider consumer base they will continue to have problems. Feb 12 11:09 AM
    • Time to Start Buying Dips in the Technology Sector [view article]
      You state that "Even in an economic slowdown, companies continue to invest in technology." Perhaps I misunderstood, but my impression was that Cisco's CEO subtly suggested that companies may reduce investing in technology. Tech may be oversold, but oversold can become way oversold. I'm not inclined to bet on a turnaround yet. I'd rather get to the party a bit late, than too early. Feb 09 06:33 PM
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